Westbourne Investments

Name

Westbourne Investments

Legal name

Westbourne Investments Inc.

Website

https://westbourneinv.com

Company type

Private

Founded year

1990

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Fiduciary advisory

Headquarters

HQ city

Alexandria

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Investment Advisory Fees: As a fee-only, independent investment adviser, Westbourne Investments generates revenue through advisory fees charged to clients for investment management and financial planning services. The firm operates as a fiduciary, placing client interests first without conflicts of interest from commissions or product sales.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Westbourne Investments is an SEC-Registered Investment Adviser providing fee-only, fiduciary wealth management and financial planning services to individuals, families, and institutions since 1990. The firm offers personalized financial planning, diversified portfolio management (stocks, bonds, funds), options strategies, retirement planning, estate strategy, tax planning, and insurance planning, as well as Outsourced Chief Investment Officer (OCIO) services for pension funds and endowments. All engagements are delivered through direct, consultative advisory relationships under a fiduciary standard from the firm's Alexandria, Virginia headquarters.

Product overview

Westbourne Investments is a financial advisory firm offering a unified wealth management platform centered on its 'Timeless Wealth Management' approach. The core offering comprises Personal Financial Planning, Diversified Portfolio Management (covering stocks, bonds, and funds), and Options Strategies, supported by specialized modules for Retirement Planning, Estate Strategy, Insurance Planning, and Tax Planning. For institutional clients, the firm provides OCIO (Outsourced Chief Investment Officer) services for pensions and endowments. Additional offerings include Concierge Services for comprehensive client support. All services are delivered under a fiduciary standard as an SEC-Registered Investment Adviser since 1990.

Differentiator

Problem solved

Functional benefit

Products and services

• Timeless Wealth Management Comprehensive wealth management approach combining financial planning, investment management, and legacy planning services for individuals and families with accumulated family wealth, delivered as the firm's signature offering.
• Personal Financial Planning Advisory service providing personalized financial planning tailored to individual goals, risk tolerance, and time horizons.
• Diversified Portfolio Management Investment management service covering stocks, bonds, and funds with active portfolio construction and risk management.
• Options Strategies Specialized investment strategies utilizing options contracts for income generation, hedging, and tactical positioning.
• OCIO Services (Outsourced CIO) Professional asset management services for institutional clients including pension funds and endowments, utilizing current best practices oriented toward organizational mission and financial objectives.
• Retirement Planning Comprehensive retirement planning services including income strategies, Social Security optimization, and distribution planning.
• Estate Strategy Legacy planning services including estate management, trust and estate transfer strategies, and charitable giving planning.
• Tax Planning Income tax planning and management strategies integrated with overall financial planning approach.
• Insurance Planning Risk management and asset protection through collaboration with independent life, annuity, and health insurance brokers.
• Concierge Services Additional advisory services provided as applicable for high-touch client experience.

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators2 records

Recent moves4 records

Expansion highlights4 records

Broad incumbents

• Fisher Investments: Large established RIA serving HNW and institutional clients with discretionary portfolio management. Overlaps with Westbourne's investment management services but operates at significantly greater scale.
• Raymond James Financial: Diversified financial services firm offering wealth management, investment advisory, and financial planning through a large advisor network. A broad incumbent in the same wealth management space as Westbourne.

Direct peers

• Edelman Financial Engines: Large RIA combining advisor-led financial planning with hybrid digital tools for individuals and retirement-plan participants. Comparable to Westbourne on planning-centric, fiduciary delivery to HNW clients.
• NEPC: Independent investment consulting firm providing OCIO and asset allocation services to endowments, foundations, and pension plans. Comparable to Westbourne's institutional OCIO mandates for pensions and endowments.
• Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based portfolio management and comprehensive financial planning for HNW individuals and families. Directly comparable to Westbourne's fiduciary, planning-led approach.
• Carson Group: Wealth management firm offering financial advisors a platform for HNW advisory services, retirement, tax, and estate planning. Comparable to Westbourne in client focus and integrated wealth services.
• CAPTRUST: Independent RIA specializing in investment advisory and OCIO services for institutional clients including retirement plans, endowments, and foundations. Directly comparable to Westbourne's institutional OCIO offering.
• Mariner Wealth Advisors: Fee-only RIA serving HNW individuals, families, and institutions with comprehensive wealth planning, portfolio management, and OCIO services. Comparable in business model, fiduciary stance, and integrated service offering to Westbourne.
• Creative Planning: Large fee-only RIA providing financial planning, investment management, tax, and estate services to HNW individuals and institutions. Closely comparable to Westbourne in service breadth and fee-only fiduciary positioning.

Emerging players

• Betterment: Digital-first RIA offering automated portfolio management and financial planning at low fees. An emerging competitor that pressures the traditional advisor-led model Westbourne operates under.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/WestbourneInv

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Westbourne Investments